Lori Colclasure, Cfp® Cpa, Ricp®, Cdfa ™ Email & Phone Number

I have been working in South Florida for the past 35 years providing accounting and financial planning services to a broad range of clients. I earned a Bachelor of Science degree from American University, Masters’ in accounting from FAU. I am a key member of Asset Advisory's team, and very active in my community. I have been the captain of my tennis team for 20+ years, a dedicated yogi, a devoted wife, mother, and a loving grandmother to two little girls. If you're lucky, they may stop by the office with chocolate chip cookies for the team and my clients. On occasion I have been referred to as "the life of the party". Who says financial planners and CPAs aren't funny? I am known to have an excellent green thumb and can bring any plant back to life. Feel free to drop off your "sad" orchids as I always enjoy a challenge.Licenses and securities registrations: Florida CPA, CFP®, CERTIFIED DIVORCE FINANCIAL ANALYST™, Series 7, Series 66 and Life Health and Variable Annuity.I obtained my certificate in Financial Planning from UCLA. I was involved with The Sudden Money Institute, located in Palm Beach Gardens Florida, which provided me with a depth of knowledge to be an advisor for life transitions and other important financial planning needs.Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org / www.sipc.org , a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Asset Advisory Services, Inc. Specialties: This communication is strictly intended for individuals residing in the states of FL. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Listed skills include Strategic Planning, Investments, Retirement Planning, New Business Development, and 4 others.

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  Wealth Advisor

  Asset Advisory Services

  Jan 2018 - Present - 2141 Fl Alt A1A Suite #310, Jupiter, Fl 33477

  I joined Asset Advisory Services at the beginning of 2018 in order to add my valued expertise to the company’s collective bench-strength. Asset Advisory Services Inc. is a wealth management company located in Jupiter Florida. My goal is to work alongside our clients assisting them with various aspects of their financial planning needs such as; income replacement strategies, wealth planning, retirement planning, tax planning and income distribution planning. One of my objectives is to help you answer the question; “How much do you need to save in order to comfortably retire and stay comfortably retired?”Please read more about the firm by visiting www.assetadvisoryservices.com